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Disclosery

D.A. DAVIDSON & CO.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on CAT, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 77,686 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,686 shares
    Change vs previous 13F -2,680 shares

    0.46% of the 13F portfolio, value $82,728,653.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 80,366 shares
    Change vs previous 13F -1,956 shares

    0.35% of the 13F portfolio, value $56,936,421.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,322 shares
    Change vs previous 13F -1,656 shares

    0.29% of the 13F portfolio, value $47,159,967.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 83,978 shares
    Change vs previous 13F +1,351 shares

    0.26% of the 13F portfolio, value $40,070,490.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 82,627 shares
    Change vs previous 13F +1,771 shares

    0.23% of the 13F portfolio, value $32,076,993.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,856 shares
    Change vs previous 13F +2,433 shares

    0.21% of the 13F portfolio, value $26,666,562.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,423 shares
    Change vs previous 13F +190 shares

    0.23% of the 13F portfolio, value $28,448,944.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 78,233 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $30,598,659.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).